Who do we work with?

Business owners


We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives


You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement


We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

How does our UK pension system rank globally, and what does it mean for your clients?


January 19, 2021
A recent report ranks the UK pension system 15 out of 39 globally. What does that what for your clients’ retirement plans? And how can Boolers help? Read more

3 financial lessons we learned in 2020


January 19, 2021
After a tough year that saw restrictions placed on our liberty and a threat to our health, here are three financial lessons we can take from 2020. Read more

Why you should be careful if you own a cash-rich business in 2021


January 15, 2021
The government's Covid support packages might have helped make 2020 more manageable for your business. But be wary of heading into 2021 cash-rich Read more

5 financial new year’s resolutions for 2021


January 15, 2021
As we head into a new year, now is a great time to make some financial new year's resolutions. Here are five to consider, plus how to keep them. Read more